Create a Custom Report

Who does this article apply to?

Enterprise, Partner, and Small Business accounts.

Accounts in all regions.

With Yext Analytics, you have the ability to create reports with the metrics and dimensions you’re most interested in. This article covers how to create a Custom Report. To learn more about the different metrics you can include in your Custom Report, see Available Metrics.

Click Analytics in the top navigation bar.

Click on the Reports sub-tab.

Click +Add under Metrics in the left sidebar and select your desired metrics.

Click +Add under Dimensions and select your desired dimensions.

(Optional) Select your desired Date Range. Otherwise, it will default to the last 14 days.

(Optional) Select a Filter.

Click Apply Changes.

(Optional) To change the format of your report, select from the Graph Type options on the right side of the page.

To save this report, click Save Report.

Partners and Enterprise Customers: You will have two options: Save to Your Saved Reports (just visible to you) or Save to Account Reports (visible to all users).

Note: If any Metric, Dimension, or Filter is not clickable, it is not available within the parameters you have selected.

To add this report to a new or existing Dashboard, click Add to Dashboard. For more information, see Create a Custom Dashboard.